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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,509 | $39,162+87.7% | $100,671-27.0% | $59,633+23.3% |
| Participation rate | 19.0% | 55.9%-36.8pp | 70.7%-51.7pp | 68.7%-49.6pp |
| Annual return | 1.14% | 21.07%-19.9pp | 20.43%-19.3pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,285 | $1,992-35.5% | $3,144-59.1% | $3,192-59.8% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |